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2018/02/16 / Erste Group Research

Equity Weekly

Die globalen Leitindizes legten im Wochenvergleich um +4,2% zu, die Emerging Markets stiegen um +3,2%. Wichtig für einen weiteren Anstieg ist die aktuelle Stabilisierung des S&P 500. Der ATX fuhr in diesem Umfeld ein leichtes Minus von 0,2% ein.

Globale Aktien: Die Aktienindizes werden in den kommenden Tagen voraussichtlich weniger volatil sein als in den letzten beiden Wochen. Wir erwarten, dass die Stabilisierungsphase andauert. Die Outperformance der Leitindizes der Schwellenländer sollte aufgrund der guten Wachstumsaussichten für die Umsätze und Gewinne der Emerging Markets andauern, ebenso die relative Stärke der US-Leitzindizes versus der europäischen Märkte.

Österreich: Nach der turbulenten Stimmung an den globalen Börsen in der Vorwoche reduzierte sich die Volatilität an den Märkten in dieser Woche, der ATX fuhr in diesem Umfeld ein leichtes Minus von 0,2% ein. Selbst der Anstieg des Euro und die Inflationsdaten aus den USA taten der Entspannung an den Aktienmärkten keinen Abbruch.

Updates: STRABAG, DO&CO, Semperit, ams, Telekom Austria, Nestle.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusChemicals, Construction & Material, Technology, Telecommunications, Travel & Leisure

Erste Group related products

Name  ISIN# Erste Group products
DO & COAT00008188020
Telekom AustriaAT000072000830


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